Exact Synergy Enterprise

InterConnect for Macola Pivot Analysis Report for Purchase Orders

InterConnect for Macola provides a Pivot Analysis Report that can be used for simple yet powerful analytics, to provide clear insight into data in Exact Synergy Enterprise and your back office. Analysis is an important part of the sales process; InterConnect provides several tools that allow you to mine your sales history for useful information. The most powerful of these tools is a Pivot Analysis Report.

Division: Select a division for the report. These are back office companies set up in InterConnect.

Supplier: Leave this field blank to include purchase orders from all suppliers; enter a specific supplier number; or click the search icon to select from a list of suppliers.

Date: Ordered: This refers to the date you placed the order with the supplier. You can enter the same date in both fields; different dates in both fields for a range; or leave the fields blank for all dates.

Account Manager: Select a salesperson or leave this field blank to include all account managers.

Date: Printed: This refers to the date the order was entered in the system. You can enter the same date in both fields; different dates in both fields for a range; or leave the fields blank for all dates.

Status: Select the check boxes for the statuses to include: Closed, Printed, Released, Unreleased, and Cancelled.

Item: Enter an item number or leave this field blank to include all items.

Type: Select the check boxes for the types of orders to include: Normal, Blanket, and Drop Ship.

Analysis: Choose the type of analysis you want to view: Matrix or Chart. Your choice changes some of the fields available.

Vertical: Row/Top: Select the value to show in the first column in the report, for example, Account. This value is the start of each row.

Horizontal: Column/Top (visible for Matrix Analysis only): Select the value to show in the columns in the report, for example, Item. This value is a heading for each column.

Field Value: Select a value to show on the report: Item Count; Order: Count; Costs.

Show Totals (visible for Matrix Analysis only): Select the totals to show on the report: Items, Orders, and Costs

Chart: Type (visible for Chart Analysis only): Select a chart type to display the data.

Running the Pivot Analysis Report for Purchase Orders

1. Navigate to the main InterConnect page (Menu: InterConnect).
2. Click Reports.
3. Under the Macola Progression heading, click Reports: Purchasing.

   

4. Under the Current Activity heading, click Pivot analysis: PO.

   

   This opens the pivot analysis page for purchase orders.

Use the following for field options and values. When generating a Pivot Analysis Report for Orders, you do not need to enter a value in every field. These fields help narrow down the amount of data shown on the report.

InterConnect for Macola Introduction and Document Index